The dashboard — your agency at a glance
Overview
☀ Morning Brief auto-generated overnight
Good morning. 6 policies renew in the next 14 days — drafts are waiting in renewal triage. 2 quotes have gone 7+ days without a touch. You have 3 meetings today (next: Sarah Mitchell, 10:30, from CalendarIQ), and 4 after-hours voicemails are transcribed and waiting.
Get started — 2 of 5 done
A 5-step path through the most useful 80% of AgencyIQ.
- ✓Add your first contact
- ✓Add your first policy
- Send an email or save your own template
- Try Ask AgencyIQ
- Set up a pipeline automation
Renewals — next 90 days 8 · $54,200
AI triage drafted a renewal email for each one overnight — review and Approve & Send, or Approve all.
Active sequences
Multi-step follow-up on autopilot — email, SMS, and task steps, started by hand or by a trigger.
A contact — phone is the contact page
Sarah Mitchell
Sarah Mitchell
AI Brief cached · refreshed today
Sarah is a 4-year client with auto + home with Farm Bureau. Her auto policy renews May 12. Last call (3 days ago) discussed adding her new vehicle and umbrella coverage. Open opportunity: umbrella quote, $1.2M limit. No outstanding service issues.
Recent activity
Finalized checklists
Send finalized policies for signature, auto-follow-up, and split signed pages for re-upload.